Business Development Executive: Financial Services
Executive Placements · Bo+Kaap
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• Build and maintain strong relationships with IFAs, wealth managers, and intermediaries • Drive new business acquisition and asset growth within the retail investments market • Promote and position investment solutions to advisors and their clients • Conduct advisor meetings, presentations, training sessions, and business reviews • Identify opportunities to expand advisor engagement and increase market share • Develop and execute regional business development strategies • Deliver exceptional client service while maintaining strong stakeholder relationships Skills & Experience:
- Completed BCom degree or equivalent tertiary qualification
- Minimum 3 years' Business Development Executive, Business Development Manager, or Intermediary Consultant experience within the investments or financial services industry
- RE5 qualification (essential)
- Proven track record of business development and advisor relationship management
- Strong presentation, networking, and communication skills
- Ability to work independently and manage a regional portfolio
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